Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Wagner is a financial professional with over 30 years of experience in the industry. Currently, Jeffrey is registered with Northwestern Mutual Investment Services, LLC. Jeffrey has also held previous positions at Robert W. Baird & Co. Incorporated. Jeffrey has a broad range of experience and holds licenses in a number of areas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
OH
03/21/2006 - Present
Northwestern Mutual Investment Services, LLC (AKRON OH)
WI
12/23/1986 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Wagner is the right advisor for you? Invested Better is here to help.
